This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 10, 2014

First registration

Apr 12, 2022

Dual registered

yes, broker-dealer

Other names

JOEY RUNYAN|JOSEPH JAY RUNYAN|Joseph Runyan|Joseph J Runyan

IAPD individual key

6326067

• Occurred

  Mar 20, 2023
  Advisor changed firm

  Joseph Jay Runyan left J.P. Morgan Securities Llc for Charles Schwab & Co., Inc. (registered 2023-05-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8b7bfab7-491e-f00e-e216-24fcf963e413

First observed

Apr 12, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.